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Sponsor portfolioTH

SOUTHWEST TRANSPLANT ALLIANCE

EIN 75-1469319-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$28.4M assets
Welfare
1
$6.9M premiums
Participants
1,444
8190 MANDERVILLE LANE - DALLAS, TX 75231214-522-0255organ.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001ProfitSharing-$16.8M - 496 part#003401k-$11.7M - 556 part#501Fully Insured-$6.9M - 874 lives

Retirement portfolio analytics

2 plans aggregated / $28.4M assets / 1,052 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • 401(A) RETIREMENT PLAN (#001)59%
  • TRANSPLANT ALLIANCE 403(B) (#003)41%
Total $28.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • NATIONWIDE100%
Total $28.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRANSPLANT ALLIANCE 403(B) (#003)556
  • 401(A) RETIREMENT PLAN (#001)496
Total 1,052Click row to drill in

Benefits portfolio analytics

1 plan / $6.9M premiums / 874 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Dental$6.3M
  • Prescription drug$6.3M
  • Vision$553K
  • Life$553K
  • Short-term disability$553K
  • +2 more
Total $6.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY8%
Total $6.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • BCI INSURANCE SOLUTIONS, INC.76%
  • GALLAGHER BENEFIT SERVICES, INC.24%
Total $371K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTHWEST TRANSPLANT ALLIANCE 401(A) RETIREMENT PLAN

ProfitSharing

Assets$16.8M
Participants496
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHWEST TRANSPLANT ALLIANCE 403(B) PLAN

401k

Assets$11.7M
Participants556
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST TRANSPLANT ALLIANCE WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$6.9M
Covered lives874
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHWEST TRANSPLANT ALLIANCE 401(A) RETIREMENT PLANProfitSharing$16.8M4962024
003SOUTHWEST TRANSPLANT ALLIANCE 403(B) PLAN401k$11.7M5562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST TRANSPLANT ALLIANCE WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$6.9M8742025
Retirement plans
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